True Wealth Design, LLC Morningstar, Inc. Transaction History
True Wealth Design, LLC
- $284 Billion
- Q2 2025
A detailed history of True Wealth Design, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 8 shares of MORN stock, worth $2,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 5
60.0%
Holding current value
$2,042
Previous $1.5 Million
67.47%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
502Shares Held
25.4MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.63MShares$672 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$648 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$536 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$332 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$299 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $10.8B
- Description
- Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...